SSA

Sierra Summit Advisors Portfolio holdings

AUM $656M
1-Year Est. Return 58.31%
This Quarter Est. Return
1 Year Est. Return
+58.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$343M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$12.7M
3
+$11.1M
4
NVDA icon
NVIDIA
NVDA
+$10.5M
5
AMZN icon
Amazon
AMZN
+$10.2M

Top Sells

No sells this quarter

Sector Composition

1 Technology 36.36%
2 Healthcare 14.37%
3 Consumer Discretionary 12.33%
4 Financials 10.59%
5 Communication Services 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.9M 1.72%
+237,385
27
$5.61M 1.64%
+25,316
28
$5.35M 1.56%
+68,727
29
$4.93M 1.44%
+19,848
30
$4.69M 1.37%
+7,856
31
$4.53M 1.32%
+37,299
32
$4.51M 1.32%
+45,135
33
$4.04M 1.18%
+20,290
34
$3.99M 1.17%
+1,126
35
$3.73M 1.09%
+6,392
36
$3.24M 0.94%
+15,002
37
$2.37M 0.69%
+5,783
38
$2.28M 0.67%
+22,385
39
$2.05M 0.6%
+12,064
40
$1.81M 0.53%
+16,230
41
$1.72M 0.5%
+43,940
42
$1.69M 0.49%
+10,913
43
$1.36M 0.4%
+8,693
44
$1.31M 0.38%
+8,018
45
$1.29M 0.38%
+11,927
46
$1.21M 0.35%
+8,517
47
$1.2M 0.35%
+4,993
48
$1.18M 0.35%
+5,622
49
$1.18M 0.34%
+2,474
50
$1.05M 0.31%
+20,773
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